Corient Private Wealth’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
3,184
-19
| -0.6% | -$1.68K | ﹤0.01% | 2112 |
|
|
2025
Q1 | $298K | Sell |
3,203
-115
| -3% | -$10.7K | ﹤0.01% | 1853 |
|
|
2024
Q4 | $312K | Sell |
3,318
-332
| -9% | -$31.2K | ﹤0.01% | 1867 |
|
|
2024
Q3 | $334K | Buy |
3,650
+375
| +11% | +$34.3K | ﹤0.01% | 1939 |
|
|
2024
Q2 | $245K | Sell |
3,275
-15
| -0.5% | -$1.12K | ﹤0.01% | 2012 |
|
|
2024
Q1 | $259K | Buy |
+3,290
| New | +$259K | ﹤0.01% | 1966 |
|
|
2023
Q3 | – | Sell |
-2,569
| Closed | -$203K | – | 2187 |
|
|
2023
Q2 | $203K | Buy |
+2,569
| New | +$203K | ﹤0.01% | 1859 |
|